Broker Check

Our Team

Barbara Stroup

Barb is an integral part in the day-to-day operations of the office and works closely with clients in every step of the investment process.  She is a licensed administrator with more than 20 years of experience in the financial services

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Ginny Berteotti

Ginny is the Office Manager at Berteotti Insurance and Financial Services, Inc.  In addition to ensuring smooth day-to-day running of the office, she provides supervision of the administrative staff, coordinates compliance, manages all l
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Louis R. Berteotti, CFP®, ChFC®, CLU®

Lou is the founder of Berteotti Insurance and Financial Services, Inc., with more than 4 decades of experience in both the insurance and investment industries.  Originally from Chicora, Lou majored in Business Management and graduated fr

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Michael Bonnett, CFP®, ChFC®

After beginning his career in technology, Michael transitioned to the financial services industry in 1998, accepting an invitation to join LPL Financial.  Michael and Lou began collaborating in 2011, and Michael officially joined Berteot

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